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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,369 | $211,224-58.2% | $178,505-50.5% | $145,897-39.4% |
| Participation rate | 16.7% | 80.8%-64.2pp | 77.1%-60.5pp | 80.3%-63.6pp |
| Annual return | 15.30% | 30.28%-15.0pp | 27.16%-11.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $307 | $4,577-93.3% | $3,955-92.2% | $4,663-93.4% |
| Participant deferral / active EE | $1,376 | $6,966-80.3% | $6,280-78.1% | $6,689-79.4% |
| Admin fee / account holder | $5,840 | $12,109-51.8% | $10,428-44.0% | $13,390-56.4% |